Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 1.26% |
$2.43K - $2.79K
|
8.04K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
97+ 0.98% |
$2.36K - $2.7K
|
10K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.94% |
$2.36K - $2.7K
|
10.4K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
83+ 0.2% |
$2.02K - $2.31K
|
42.5K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
83+ 0.98% |
$2.02K - $2.31K
|
8.56K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
80+ 0.96% |
$1.95K - $2.23K
|
8.42K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
79+ 0.34% |
$1.92K - $2.2K
|
23.4K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.33% |
$1.87K - $2.15K
|
23.2K
$632K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 0.68% |
$1.8K - $2.06K
|
10.9K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 0.65% |
$1.56K - $1.78K
|
9.86K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
61+ 0.03% |
$1.48K - $1.7K
|
180K
$4.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.27% |
$1.22K - $1.39K
|
18.3K
$499K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
46+ 0.37% |
$1.12K - $1.28K
|
12.3K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39+ 0.14% |
$948 - $1.09K
|
27K
$735K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
37+ 1.91% |
$900 - $1.03K
|
1.97K
$53.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
30+ 43.48% |
$730 - $836
|
99
$2.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
25+ 0.1% |
$608 - $697
|
26.1K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.04% |
$584 - $669
|
59.6K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
19+ 0.24% |
$462 - $530
|
7.93K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
19+ 0.03% |
$462 - $530
|
58.5K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
16+ 0.06% |
$389 - $446
|
27.7K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.46% |
$365 - $418
|
3.29K
$89.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
13+ 0.89% |
$316 - $362
|
1.48K
$40.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
11+ 0.03% |
$268 - $307
|
31.5K
$857K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.12% |
$268 - $307
|
8.86K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.01% |
$219 - $251
|
60.7K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.94% |
$219 - $251
|
965
$26.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8+ 0.02% |
$195 - $223
|
44.3K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.92% |
$170 - $195
|
764
$20.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.94% |
$170 - $195
|
755
$20.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.2% |
$170 - $195
|
3.55K
$96.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 1.11% |
$146 - $167
|
548
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
14.1K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.04% |
$146 - $167
|
15.1K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$73 - $83.6
|
10.2K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.03% |
$73 - $83.6
|
8.76K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$48.6 - $55.7
|
14.5K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.94% |
$48.6 - $55.7
|
214
$5.83K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2New |
$48.6 - $55.7
|
2
$54.5
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1+ 1.56% |
$24.3 - $27.9
|
65
$1.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 82.76% |
$584 - $669
|
5
$136
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-49- 0.14% |
$1.19K - $1.37K
|
35.5K
$968K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.21% |
$1.22K - $1.39K
|
24.3K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 0.03% |
$1.51K - $1.73K
|
234K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 0.39% |
$1.7K - $1.95K
|
17.8K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-120- 0.75% |
$2.92K - $3.34K
|
15.8K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$791K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-184- 0.04% |
$4.47K - $5.13K
|
473K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-220- 1.66% |
$5.35K - $6.13K
|
13.1K
$355K
|